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CHIPS Program
Trends
- 1Commerce Department shifts $955 million of GlobalFoundries CHIPS award to photonics and packaging▼Department of Commerce Announces Agreement with GlobalFoundries to Amend Its Existing CHIPS Program Award and Reallocate $955 Million to Accelerate Investments in Silicon Photonics, Silicon-Germanium, and Advanced Packaging
The Department of Commerce has announced an amended agreement with GlobalFoundries under the CHIPS Program, reallocating $955 million of the company's existing award. The redirected funds are intended to speed up investments in silicon photonics, silicon-germanium, and advanced packaging technologies. The move adjusts the focus of US semiconductor subsidy support toward emerging chip technologies rather than traditional fabrication capacity alone.
- 2Marvell Stock Slumps, but Microsoft's AI Chips Could Revive It▼Marvell Stock Is on a Bad Run, but Microsoft’s New AI Chips Can Revive It
Marvell Technology's shares have been struggling, but Barron's reports that Microsoft's newly announced custom AI chips could turn the company's fortunes around. Marvell supplies networking and custom silicon for data centers, and deeper involvement in Microsoft's AI chip program would boost its artificial intelligence revenue outlook at a time when investors have been cooling on the stock.
- 3
IEEE has introduced a new educational program focused on the principles of designing chips for artificial intelligence. The initiative, announced through IEEE Spectrum, is aimed at engineers and students who want to understand how AI hardware is architected. It highlights growing demand for specialized training in semiconductor design as the AI boom drives interest in custom silicon.
- 4Chip and Potato children's cartoon promoted on Netflix●Chip and Potato | Chip ininterrupto! | Desenhos animados para crianças | Assista mais na Netflix
The children's animated series Chip and Potato is being promoted in Portuguese as part of Netflix's kids' catalogue, under the banner 'Chip ininterrupto!' (Non-stop Chip). The show, produced by WildBrain, follows a pug puppy and her toy mouse companion and targets preschool audiences. The promotion directs Portuguese-speaking viewers to watch more episodes on Netflix.
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Vx is a new programming language project pitching itself as 'one language, every chip', promising a single language that can target any processor architecture. The project launched a website, vxlang.org, and drew attention on Hacker News, where it ranked among the top stories. Discussion centres on whether a unified chip-agnostic language is realistic given the dominance of C, C++ and Rust across embedded and hardware work.
- 6Microsoft Builds Third-Generation AI Chip, Nvidia Still Favored▼Microsoft Now Has 3 Generations of Its Own AI Chips. Nvidia Is Still the Chip Stock to Buy.
Microsoft has developed three successive generations of its own custom AI chips, yet analysts argue Nvidia remains the better chip stock to buy. Coverage from Yahoo Finance and The Motley Fool highlights that despite Microsoft's in-house silicon push for its data centers, Nvidia's dominance in AI accelerators keeps it the preferred pick for investors.
- 7Microsoft prepares to deploy gigawatts of its own chips▼Microsoft prepares to put gigawatts of its chips in data centers
Microsoft is preparing to install gigawatts' worth of its own custom chips across its data centers, according to reports from Bloomberg and the Seattle Times. The move marks a major scaling-up of Microsoft's in-house silicon program and would reduce its reliance on outside chip suppliers as demand for AI computing capacity surges.
- 8
Microsoft is drawing attention to its latest custom chip, the Maia 300, presented under a 'before' framing that highlights the product's announcement stage. The chip is part of Microsoft's in-house silicon program aimed at reducing reliance on external chip suppliers for AI and cloud workloads. Details remain sparse so far, and reaction is limited pending fuller specifications or an official launch event.
- 9Radio schedule highlights Jon 'Chip' Colcord's Out of the Woods●In the next few hours: 22:00 Out of the Woods by Jon 'Chip' Colcord🔁: # acoustic , # folk , # bluegrass , # AltCountry ,
A community radio schedule announced for the coming hours, headlined by a 22:00 UTC play of Out of the Woods by Jon 'Chip' Colcord. The lineup leans on acoustic, folk, bluegrass, alt-country and related styles, with five straight hours of jazz programming beginning Tuesday at 00:00 UTC, including Time for Jazz with Chrissie Cochrane.
- 10Tesla making 10 million chips a year at Giga Texas, Cybertruck lags▼Key facts: Tesla, Inc.: 10 chips/yr at Giga Texas; Cybertruck lagging
Tesla is reported to be producing roughly 10 million chips per year at its Giga Texas plant, while its Cybertruck program continues to lag behind expectations. The figures highlight Tesla's push into in-house semiconductor manufacturing, a strategic move to secure supply for its vehicles and AI systems, but the slow Cybertruck ramp-up tempers the positive production news.
- 11Musk Calls for Chip Engineers to Join Tesla and SpaceX▼Musk Calls for Chip Engineers to Join Tesla, SpaceX [2026]
Elon Musk has issued a public call for semiconductor engineers to join Tesla and SpaceX, according to a 2026 report. The appeal suggests the two companies want to expand in-house chip design capabilities, likely to support AI, autonomy and aerospace hardware. Details on specific roles, numbers of hires or which chip programs are involved remain unclear.
- 12Kospi plunges below 6,000 as Korea triggers trading curb●The Kospi just broke below 6,000: −5.95% in a day, −14% in five sessions. Korea's sell-side curb kicked in for the first
South Korea's Kospi index fell 5.95% in a single session, dropping below the 6,000 level and shedding roughly 14% over five sessions. The decline triggered the country's sidecar mechanism, which halts certain program selling, for the first time in two months. Samsung and SK Hynix were among the stocks caught in the selloff, with attention also on memory-chip rival CXMT.
- 13
Microsoft is accelerating efforts to develop its own artificial intelligence chips, reducing reliance on external suppliers like Nvidia for the hardware powering AI services. Bloomberg reports the company is expanding its custom silicon program as demand for AI computing capacity grows across the tech industry, joining rivals such as Google and Amazon in building in-house processors.
- 14Hundreds of thousands of legal immigrants lose Medicaid coverage in US●‘A lot of despair’: Hundreds of thousands of legal immigrants in US lose Medicaid, CHIP coverage
Hundreds of thousands of legally present immigrants in the United States have lost coverage under Medicaid and the Children's Health Insurance Program. Reports describe widespread despair among affected families, who now face losing access to routine and emergency health care. Advocates are warning of serious consequences for immigrant communities as coverage terminates.
- 15Tesla Reverses Course on AI5 Chip Memory to 96GB▼Tesla Cuts AI5 Chip Memory, Reverses Course to 96GB [2026]
Tesla has reportedly reversed its decision on the AI5 chip, cutting planned memory and settling on 96GB for the 2026 hardware. The reversal suggests the company rethought the memory configuration for its next-generation AI processor, a key component for its autonomous driving and robotics ambitions. Details on the reasons for the change and its performance impact remain limited.
- 1680 Junior Golfers Invited to Augusta National Finals●80 National Finalists Earn Invitations to Augusta National
Eighty national finalists have earned invitations to compete at Augusta National in the Drive, Chip and Putt championship. The young golfers qualified through regional competitions and will play at the home of the Masters, one of golf's most celebrated venues. The event highlights emerging junior talent and continues the program's tradition of giving young players a stage at Augusta.
- 17Micron board approves record $35 billion stock buyback▼Micron's Board Authorizes a Record $35 Billion Stock Buyback
Micron's board of directors has authorized a share repurchase program worth $35 billion, described as the largest in the company's history. The buyback signals the chipmaker's confidence in its cash position and long-term outlook, and comes as investors closely watch semiconductor companies' capital allocation amid strong demand tied to memory chips used in data centers and artificial intelligence infrastructure.
- 18
Images from Quaker Ridge Golf Club are circulating in connection with the Drive, Chip and Putt program, a junior golf competition. The snapshots show young competitors taking part in the driving, chipping and putting skills challenges at the Scarsdale, New York course. Golf followers are sharing the scenes as the event showcases the next generation of players on one of the region's well-known clubs.
- 19Blue-chip EDGE recruit David Dotson commits to SMU▼Blue-chip EDGE David Dotson commits to SMU: "I believe in what Coach Lashlee is building"
Blue-chip edge rusher David Dotson has committed to SMU, saying he believes in what coach Rhett Lashlee is building with the Mustangs' program. The pledge adds a highly rated pass rusher to SMU's recruiting class as the school builds momentum following its move into the ACC.
- 20Microchip Technology Acquires VORAGO Technologies▼Microchip Technology Acquires VORAGO Technologies to Expand Radiation-Hardened Semiconductor Portfolio
Microchip Technology has acquired VORAGO Technologies, a maker of radiation-hardened semiconductors designed to survive extreme environments such as space. The deal expands Microchip's portfolio of chips used in satellites, aerospace systems and other radiation-exposed applications. The acquisition strengthens Microchip's position in the growing market for space-grade electronics, where demand from satellite operators and defense programs continues to rise. Financial terms of the transaction were not disclosed in initial reports.
- 21Taiwan indicts 10 over US military-grade chip smuggling to China▼Taiwan indicts 10 for smuggling US military-grade chips to China, parts routed to missile and radar programs using forged Taiwan defense institute orders — Texas Instruments and Analog Devices hardware passed off as ‘Made in Taiwan’
Prosecutors in Taiwan have indicted 10 people accused of smuggling US-made military-grade chips to China. According to reports, Texas Instruments and Analog Devices hardware was disguised as 'Made in Taiwan' and shipped using forged orders from a Taiwanese defense institute, ultimately feeding into Chinese missile and radar programs. The case highlights enforcement gaps in export controls on sensitive dual-use technology and is drawing attention amid US-China tech tensions.
- 22Taiwan indicts 10 for smuggling US military chips to China●Taiwan indicts 10 for smuggling US military-grade chips to China, parts routed to missile and radar programs using forge
Taiwanese prosecutors have indicted 10 company executives accused of smuggling US-made military-grade chips to China. The chips, from Texas Instruments and Analog Devices, were allegedly obtained using forged orders from a Taiwanese defense institute and routed to Chinese missile and radar programs. The case highlights ongoing concerns about illicit semiconductor trade and export control enforcement between Taiwan, the US and China.